FOX Trustees and Beneficiaries Workshop - October 1-2, 2025
Overview

About
FOX is pleased to offer the FOX Trustees and Beneficiaries Workshop virtually on October 1-2, 2025. This workshop is one of the very few places trustees and beneficiaries get the high-quality, objective, and non-commercial training they need to fulfill their roles in an informed and confident way.
A trusteeship is a critical, active role that has significant influence on the well-being of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust. Being appointed a trustee is a tremendous honor, but it comes with very real responsibilities and exposure to liability. But a trust is more than a legal structure or series of transactions—it sets in motion a working relationship between the trustee and beneficiary. Although trusts are a vital and prominent component of family wealth planning, it’s surprisingly hard to find training to prepare trustees and beneficiaries for their responsibilities.
This unique workshop is designed to help trustees and beneficiaries be better prepared and develop stronger relationships. The workshop covers the roles, risks and responsibilities of both trustees and beneficiaries so both trustees and beneficiaries are strongly encouraged to attend.
Recommended for:
Personal trustees serving as fiduciaries for family trusts and the beneficiaries of the family trusts.
Registering for the Program:
Our two-day program will take place Wednesday October 1 10:00 – 4:00 p.m. and Thursday October 2 10:00 – 3:45 p.m. All times listed are US Central. Registration for this workshop is exclusively for FOX Family Office members and qualified non-members serving as fiduciaries for family trusts and the beneficiaries of the family trusts.
Please note that a registration fee is required to attend. Additional discounts are available for multiple members of your family or office to attend in-person. Please contact your relationship manager or events@familyoffice.com for more information.
All registrations are subject to approval by FOX.
If you are having trouble registering, contact us at events@familyoffice.com
Pricing
FOX Members | Non-Member | |||
Early Bird through August 27 | Regular Rate | Early Bird through August 27 | Regular Rate | |
Individual Attendees | $2,200 | $2,500 | $2,700 | $3,000 |
Multiple Attendees | $1,950 | $2,250 | $2,400 | $2,700 |
Agenda
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Wednesday, October 1 |
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All times listed are US Central and subject to change. | |
10:00 am |
Welcome and Program Introduction Chris Herbert, Senior Relationship Manager, FOX |
10:15 am |
A Discussion on Beneficiary Well-Being James (Jay) E. Hughes Jr., Author of Family Wealth: Keeping it in the Family, and of Family - The Compact Among Generations |
11:15 am |
Introduction to Trusts: Structure, Roles, and Desirable Features This session will review the essential aspects of trusts. Who are the relevant parties and what do trustees, other trust fiduciaries, and beneficiaries need to know as basic foundation for administering or otherwise interacting with trusts. This session will provide an overview for and set the stage for the remaining sessions over the two-day Workshop. Kim Kamin, Partner, Partner, Chief Wealth Strategist, Gresham Partners LLC |
12:30 pm |
Lunch Break |
1:00 pm |
Crash Course for Trustees and Beneficiaries: Responsibilities, Powers, Rights, and Wishes Aaron M. Hegji, Chief Fiduciary Officer, Wealthgate Trust Company |
2:00 pm |
Distribution Provisions: Understanding the Issues and Options Gerard F. Joyce Jr., Senior Counsel, Perkins Coie |
3:00 pm |
Trustees and Beneficiaries – How Does it Really Work? Allison Lawshe, Learning Center Program Manager, FOX |
4:00 pm | Day 1 Concludes |
Thursday, October 2 |
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All times listed are US Central and subject to change. | |
10:00 am |
Introductions and Recap of Day 1 Allison Lawshe, Learning Center Program Manager, FOX |
10:05 am |
Fiduciary Disputes in Family Held Enterprises Meghan E. Tepas, Partner, Croke Fairchild Duarte & Beres |
11:00 am |
Building Life-Enhancing Relationships with Beneficiaries: An Independent Trustee's Perspective Research and experience consistently show that one of the most significant determinants for the success of a trust is the quality of the relationship between the beneficiary and the trustee. In this presentation, Dr. Whitaker, who serves as a consultant to families and as an independent trustee, will share the following:
Keith Whitaker, Founder, Wise Counsel Research, and Private Trustee |
12:00 pm |
Selecting the Right Trustee and Role of Trust Protectors within the Trust World Stephanie J. Derks, Senior Counsel, Foley & Lardner Chris Herbert, Senior Relationship Manager, FOX |
1:00 pm | Lunch Break |
1:30 pm |
Managing Fiduciary Risks Richard E. Fogg, Esq., Managing Director, President and Senior Trust Officer, Lineage Family Trust Company, LLC |
2:30 pm |
Bringing it All Together Kim Kamin, Partner, Chief Wealth Strategist, Gresham Partners LLC |
3:30 pm | Closing Remarks |
3:45 pm | Workshop Concludes |